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Comprehensive Financial Plans

Helping You Feel Confident

In Your Financial Future


What’s going on in your life and your current situation changes day-to-day. You may be wondering, is it time to review everything? We are here to help with your current financial situation, investments, education funding, insurance and retirement. We offer several options to cover these services and more.

A Closer Look at How We Can Help


Asset Management

Asset Management

We will review your accounts to make sure that your investments are still working for you. But, we won’t stop there. It is important to discuss your current goals and life situation to make sure these investments are still appropriate and to see if you need help in other areas as well.


Your Insurance Needs

Your Insurance Needs

Do you need life insurance? As your life circumstances change, so does your need for insurance. As you get older, you should consider long-term care insurance. We can review your current coverage and provide quotes for both life and long-term care insurance for your situation.


Education Planning

Education Planning

When it comes to the expense of college, the three most common ways to save for a child's education are 529 plans, UGMAs and UTMAs. However, there may be other ways that fit your situation better, such as a Roth IRA. Together, we can work to set up any of these types of accounts for your children or grandchildren.


Tax Strategies

Tax Strategies

Which type of plan would work best for you, a traditional IRA or a Roth IRA? Would it be to your tax advantage to invest in municipal bonds? Are you using your company's benefits to your best advantage? Our advisors are trained to help you decide which options are suitable for your tax needs.


Understanding Social Security

Understanding Social Security

There are a number of options that can increase your Social Security benefits over time. By talking to us before you apply for your Social Security benefits, we will be able to help you decide which strategy is most appropriate for you.


Retirement

Retirement

Do you wonder if you will ever be able to retire confidently? We are here for you. We can take a look at your current investments, prepare some projections and offer suggestions for your retirement plans.


Estate Planning

Estate Planning

As your life changes, you may need to change the beneficiaries that are named on your retirement plans, your insurance policies, etc. We can help you review your named beneficiaries and explain the ramifications if you have a complicated situation.


Major Purchases

Major Purchases

Is it better to lease or purchase a car? Should you use money from your investments or get a home improvement loan to remodel your house? We can help you understand your options when you face major decisions and work through them together.

What Does It Cost?

The fee for financial planning services covers what is indicated below:

Services

Fee

Gold Level
Comprehensive Financial Plan
$4,000+

Silver Level
General Financial Plan
$2500+

Bronze Level
Retirement Plan
$1,500


For the Gold and Silver Levels, this includes our services for one year to create and implement your financial plan. Annual retainer for Comprehensive and General Financial Planning can be renewed the following year at a discount to the original fee.

Financial planning services are available on an hourly basis as well. Marion’s hourly rate is $260/hr and Heather's hourly rate is $175/hr.

Ready to Get Started?


Discover Our Process